Company Overview

CIFmarketplace is a third party marketing firm that delivers exceptional consulting & distribution services for the qualified plan market.  We partner with top-caliber investment managers, trust companies, TPAs and financial advisers to deliver large plan solutions to the small and mid size markets.

Services

Lance M. Roberts - Partner

Mr. Roberts founded the CIFmarketplace with over 35 years of experience in the retirement industry. Most recently, he was a principal in Advisors Capital Resource, which was a pioneer in the development and distribution of collective investment funds in support of managed portfolios for self-directed retirement programs. Previously, he owned and operated one of the largest pension administration firm in New England, where he was the author of influential White Papers, most notably ”TPA Survival in the Retirement Industry.” Mr. Roberts attended Dartmouth College and the Kellogg School of Business - Northwestern University for degrees in business and government.

Les Revzon - Chief Consultant

Mr. Revzon's primary responsibility is working with Investment Managers who are considering establishing a Collective   Investment Fund.   He provides expert guidance in evaluating the various options including the selection of a Trust provider, drafting of the Trust document, assistance with any workflow changes, and working with providers to execute any required platform agreements.

Les also serves as the principal of The Revzon Consulting Group, a consulting firm, based in Marshfield, MA, that assists financial service firms such as banks, trust companies, law firms with trust services. Revzon has more than 40 years experience in trust banking and consulting, concentrating in compliance, pension services, recordkeeping, corporate trust and personal trust.

Prior to founding Revzon Consulting, Les was Director of Compliance at The Harcourt Group Ltd. of New England in Boston, MA. Before that, he was Vice President & Regional Manager for Fleet National Bank; Vice President & Manager, Institutional Client Services & EB Administration for Shawmut Bank; Vice President & Manager- Trust Financial Services Group for Chase Manhattan Bank (CT) and Manager of Pension Accounts & Trust Operations for New Britain Bank & Trust Co.

Les holds a Bachelor of Science Degree in Business Management from Post College and has continued his education and training at the American Institute of Banking and the Practicing Law Institute. Further, he has the designation of Certified Consumer Compliance Officer from CLI in Washington, D.C.

Revzon has served as a trustee of the Connecticut Bankers Association; president of the Friends of the Bethany Library; chapter treasurer for B'Nai B'Rith and co-chairman of the local games committee of Special Olympics.